Accessing RocketCRM:
Open the RocketCRM web portal for your company using a web browser.
Log in with your credentials.
Navigating to Contacts:
Locate the left-side menu panel.
Click on Contacts.
Selecting Contacts for Management:
Browse the list and select the contact(s) you want to manage.
Sending an SMS:
Click on the Send SMS icon at the top.
A small page will open.
Click OK, Proceed to confirm.
Sending an Email:
Click on the Send Email icon at the top.
A small page will open.
Click OK, Proceed to confirm.
Adding Tags to Contacts:
Click on the Add Tag icon at the top.
Create or select the tags to be added.
Click Add Tags to confirm.
Removing Tags from Contacts:
Click on the Remove Tags icon at the top.
Select the tags to be removed.
Click Remove to confirm.
Completion:
Once all steps are completed, the contacts will be successfully managed within RocketCRM.
Notes:
Ensure the correct contacts are selected before performing any actions.
Click "Contacts"
Select the contact(s) you want to manage.
Click here to send SMS.
Click here.
Click here to send an email.
Click here.
Click this icon to add tags.
Create or select the tags to be added.
Click "Add Tags"
Click this icon to remove tags.
Select the tags to be removed.